12 Squared

12 Squared (CRD# 146694) is a financial advisory firm headquartered in , . They manage $24,000,000 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $342,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at 12 Squared
Showing 1 - 1 of 1 top financial advisors.
1
Bradley M. Gross
CRD#: 5042179
4234 Elmer Ave, Studio City, CA 91602
96
Wealthminder
score

Bradley Gross (CRD# 5042179) is an Investment Advisor Representative working at 12 Squared in Studio City, CA and has over 11 years of experience in the finance industry. Bradley Gross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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